Financial Advisor - Edward Jones: Nathan Best, CFP, DFSA

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

How did the markets perform this week? Get the highlights and the latest economic news.

10/16/2026

Spent an afternoon last week alongside fellow members of Ancaster Rotary AM volunteering with Food4Kids, packing bags of food for children facing food insecurity. Seeing the number of bags heading out to schools across Hamilton was both inspiring and humbling.

As President Elect, I'm especially excited that our club has begun a regular partnership with this organization. Supporting local children and families aligns perfectly with what Rotary is all about, and I'm proud to be part of a club that's committed to making a difference where it's needed most. ❤️🍎🥪

10/15/2026

A strong financial plan isn’t built on a single decision — it’s shaped by many moving parts working together. When we look at how you save, spend, invest, protect and plan for the future, we can design a strategy that supports both your life today and where you want to go next.

If you'd like help bringing the pieces together into a clear and connected plan, I’m here to guide you.

Reach out to book a meeting and let’s build it together.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

10/14/2026

Helping Business Owners Plan for What's Next

Dear community,

First off, I'd like to thank everyone who has introduced friends, family members, and colleagues, over the years. Those introductions are never taken for granted.

One of the things I've enjoyed most about building my practice has been the opportunity to work with a wide variety of families and individuals throughout this community.

Over the years, I've found myself having more and more conversations with business owners in particular who are thinking about what comes next. For some, that's a potential sale of their business. For others, it's transitioning ownership to family members, key employees, or simply preparing for a future where they may not be involved in the business every day.

These conversations are often about much more than the business itself. They're about retirement, taxes, family, legacy and making sure years of hard work translate into opportunities and confidence.

While I continue to work with a wide range of families, helping business owners navigate transitions and succession planning has become an area of particular focus for me.

If you know a business owner who may be considering a transition in the next few years and would benefit from a conversation about how their business fits into their broader financial plan, I'd be grateful for an introduction.

And if that business owner is you, feel free to reach out. I'd be happy to have a conversation.

"By failing to prepare, you are preparing to fail."
– Benjamin Franklin

10/13/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

How did the markets perform this week? Get the highlights and the latest economic news.

10/09/2026

A Proud Milestone

Today, my Certified Financial Planner® (CFP®) certificate officially found its place on the wall of my office.

While it may look like just a framed certificate, for me it represents 16 years of learning, studying, challenging myself, and a commitment to continuously improving how I serve the people who trust me with their financial lives.

I'm incredibly proud of this accomplishment, not because of the letters after my name, but because of what they represent.

They represent a deeper understanding of the complex financial decisions that families, corporate professionals, and business owners face every day. They represent the ability to provide more comprehensive planning, ask better questions, and help clients navigate their financial futures with greater confidence.

Financial planning isn't just about investments. It's about helping people make informed decisions around retirement, taxes, estate considerations, business succession, education planning, risk management, and the goals that matter most to them and their families.

Earning the CFP® designation is an important milestone, but it's not the finish line. It's another step forward in my commitment to delivering thoughtful, personalized financial planning to the clients and families I have the privilege of serving.

To everyone who supported me throughout the journey, thank you.

And to my clients, thank you for the trust you place in me each day. I'm excited about what this next chapter means for the work we do together and for the families we'll be able to help in the years ahead.

10/08/2026

Helping your child buy a home is meaningful. For many parents, it's a natural extension of supporting their children through major life milestones. But it should fit within a sustainable plan that protects your own financial future.

Before you commit, review your retirement needs. Can you afford to part with this money without affecting your lifestyle in retirement? What about emergencies or potential caregiving needs down the road?

Consider how this support today affects your other goals. Are you delaying something important for your own future? Could this impact your ability to maintain your home, travel, or cover healthcare costs as you age?

Planning ahead helps you balance generosity with financial security. It means you can help your child in a way that doesn't create stress or limitations for you later. A structured approach provides clarity for both you and your child about what's possible and what expectations make sense.

If one of your goals is to help your children financially, let's plan for it. I can help you understand what you can comfortably afford while protecting your own long-term security.

10/07/2026

"I Can't Afford a Retirement Home."

I've heard this phrase countless times.

For many retirees, the thought of moving from their home into a retirement residence feels financially overwhelming. The focus immediately goes to the monthly costs. Not to mention, the lifestyle change can be a dramatic one.

But here's a question:

Have you compared those costs to what you're already spending today?

When someone moves from their home, many expenses often disappear or are significantly reduced:

Property taxes
Home maintenance and repairs
Utilities
Lawn care and snow removal
Insurance
Transportation expenses
Food

That's not to say a retirement residence is inexpensive.

It's simply to say that the comparison isn't always "current expenses vs. retirement residence costs."

Often it's "current expenses plus ongoing homeownership responsibilities" versus "a different bundle of services and support."

I've had many families discover that the transition was far more manageable than they initially imagined.

The key is having a plan before the decision needs to be made.